See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,791 | $209,411+6.9% | $178,490+25.4% | $158,922+40.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 18.52% | 188.75%-170.2pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $8,021 | $5,706+40.6% | $5,011+60.1% | $4,761+68.5% |
| Participant deferral / active EE | $8,274 | $5,954+39.0% | $5,202+59.1% | $5,982+38.3% |
| Admin fee / account holder | $198 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |